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Microsoft

6,168 hedge funds and large institutions have $1.98T invested in Microsoft in 2026 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 3,230 increasing their positions, 2,398 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1.92% less ownership

Funds ownership: 73.61%71.68% (-1.9%)

17% less funds holding in top 10

Funds holding in top 10: 3,0952,576 (-519)

25% less capital invested

Capital invested by funds: $2.64T → $1.98T (-$664B)

Holders
6,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,576
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102B
Puts
$44.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1276
AlTi Global
New York
$33.3M
AAIM
1277
American Assets Investment Management
California
$33.2M
PJSIMP
1278
P.J. Schmidt Investment Management (PJS)
Wisconsin
$33.1M
RMC
1279
Resources Management Corp
Connecticut
$32.9M
LFG
1280
Larson Financial Group
Missouri
$32.8M
JAG
1281
Journey Advisory Group
Kentucky
$32.8M
AO
1282
Allen Operations
New York
$32.7M
LW
1283
Linscomb Wealth
Texas
$32.7M
MIM
1284
Marco Investment Management
Georgia
$32.7M
DE
1285
Defiance ETFs
New York
$32.5M
RC
1286
Randolph Company
Ohio
$32.4M
LIM
1287
Leavell Investment Management
Alabama
$32.4M
REST
1288
Retail Employees Superannuation Trust
$32.3M
AG
1289
Algert Global
California
$32.3M
JC
1290
Jacobs & Co
California
$32.2M
AF
1291
Ally Financial
Michigan
$32.2M
IWA
1292
Icon Wealth Advisors
Texas
$32.1M
GIM
1293
Goelzer Investment Management
Indiana
$31.9M
CIG
1294
Cullen Investment Group
Louisiana
$31.7M
HBCM
1295
Heron Bay Capital Management
Michigan
$31.6M
SGK
1296
Steigerwald Gordon & Koch
Virginia
$31.5M
AWAG
1297
ARS Wealth Advisors Group
Florida
$31.5M
AAM
1298
Auxier Asset Management
Oregon
$31.4M
JWM
1299
JGP Wealth Management
Oregon
$31.4M
BONST
1300
Bank of Nova Scotia Trust
Ontario, Canada
$31.4M